3,798 hedge funds and large institutions have $399B invested in Visa in 2024 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 1,794 increasing their positions, 1,399 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,798
Holders Change
-24
Holders Change %
-0.63%
% of All Funds
55.24%
Holding in Top 10
427
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-16.11%
% of All Funds
6.21%
New
165
Increased
1,794
Reduced
1,399
Closed
130
Calls
$3.55B
Puts
$3.11B
Net Calls
+$445M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
2801
BlueChip Wealth Advisors
Georgia
$760K +$220K +839 +41%
FG
2802
Foster Group
Iowa
$760K +$36K +137 +5%
B
2803
Bellecapital
Switzerland
$758K
Financial Engines Advisors
2804
Financial Engines Advisors
California
$758K -$9.71K -37 -1%
MJP
2805
Michael J. Puzo
$757K -$26.2K -100 -3%
T
2806
TrueFG
Texas
$756K
CCP
2807
Cassia Capital Partners
North Carolina
$756K +$48.3K +184 +7%
PHAM
2808
Palisades Hudson Asset Management
Florida
$754K
SIC
2809
Samalin Investment Counsel
New York
$753K
MAM
2810
Milestone Asset Management
Pennsylvania
$752K +$33.1K +126 +5%
TWP
2811
Tempus Wealth Planning
California
$750K +$77.2K +294 +11%
MWP
2812
Madison Wealth Partners
Wisconsin
$749K
DCM
2813
DGS Capital Management
New Jersey
$748K -$36.5K -139 -5%
TWP
2814
Tower Wealth Partners
Pennsylvania
$748K +$92.1K +351 +14%
ZIMP
2815
Zimmermann Investment Management & Planning
Pennsylvania
$748K -$351K -1,338 -32%
KFSC
2816
Keystone Financial Services (Colorado)
Colorado
$744K +$87.9K +335 +13%
HIM
2817
Hillsdale Investment Management
Ontario, Canada
$744K +$175K +667 +31%
FCA
2818
FLC Capital Advisors
California
$741K
TCBWMS
2819
Texas Capital Bank Wealth Management Services
Texas
$739K +$164K +623 +28%
SWA
2820
SOA Wealth Advisors
New York
$737K +$7.35K +28 +1%
IP
2821
Ignite Planners
California
$737K +$14.1K +52 +2%
BWM
2822
Blossom Wealth Management
California
$732K -$3.41K -13 -0.5%
KFS
2823
Kaizen Financial Strategies
California
$731K +$53.9K +205 +8%
NAMNJ
2824
NorthStar Asset Management (New Jersey)
New Jersey
$731K +$1.05K +4 +0.1%
SIAG
2825
Safeguard Investment Advisory Group
California
$730K -$81.6K -311 -10%